SCHO icon

Schwab Short-Term US Treasury ETF

583 hedge funds and large institutions have $8.8B invested in Schwab Short-Term US Treasury ETF in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 244 increasing their positions, 213 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+2
Holders Change %
+0.34%
% of All Funds
8.43%
Holding in Top 10
43
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+2.38%
% of All Funds
0.62%
New
57
Increased
244
Reduced
213
Closed
47
Calls
$3.64M
Puts
$1.51M
Net Calls
+$2.13M
Net Calls Change
+$1.74M
Name Holding Trade Value Shares
Change
Shares
Change %
CIC
401
Carnegie Investment Counsel
Ohio
$364K -$34K -1,390 -9%
BF
402
BOK Financial
Oklahoma
$361K
RFA
403
Resurgent Financial Advisors
Georgia
$357K +$3.33K +136 +0.9%
HCP
404
Hardin Capital Partners
South Carolina
$353K -$11.9K -490 -3%
IC
405
IEQ Capital
California
$352K -$210K -8,558 -37%
MS
406
Madden Securities
Texas
$350K
PSP
407
Pacific Sage Partners
Washington
$342K -$73.8K -3,014 -18%
BCWM
408
Bartlett & Co Wealth Management
Ohio
$337K -$539 -22 -0.2%
EAM
409
Empirical Asset Management
Massachusetts
$335K +$5.93K +242 +2%
SIG
410
Spinnaker Investment Group
California
$328K +$328K +13,380 New
AOWM
411
Alpha Omega Wealth Management
Virginia
$324K
IA
412
IFP Advisors
Florida
$322K -$2.1M -85,566 -87%
LA
413
Latitude Advisors
Florida
$319K +$3.43K +140 +1%
FAG
414
Financial Architects (Georgia)
Georgia
$315K -$16.4K -670 -5%
SIG
415
Sky Investment Group
Connecticut
$312K
AAM
416
Advisors Asset Management
Colorado
$309K -$99.1K -4,048 -24%
SWA
417
Sightline Wealth Advisors
Connecticut
$307K -$97.6K -3,984 -24%
CIP
418
Capital Insight Partners
Arizona
$307K
ZIMP
419
Zimmermann Investment Management & Planning
Pennsylvania
$307K -$287K -11,724 -48%
Cerity Partners
420
Cerity Partners
New York
$303K +$7.64K +312 +3%
CRC
421
Curi RMB Capital
Illinois
$303K
FG
422
Fairman Group
Pennsylvania
$302K +$149K +6,100 +98%
HWM
423
HB Wealth Management
Georgia
$299K -$8.77K -358 -3%
CHA
424
Carmichael Hill & Associates
Maryland
$299K +$55K +2,246 +23%
REMPR
425
Roof Eidam Maycock Peralta (REMP)
California
$297K